Pipedrive vs. Qualtrics XM for Customer Frontlines

Pipedrive is a fantastic tool to help monitor and track lead generation and referral sources. It helps maintain accountability with the sales team and helps ensure that we are doing appropriate marketing to maintain a steady influx of cases. The weekly and quarterly sales reports that it can generate are incredibly helpful and insightful. They help inform us of what we need to focus on each quarter/year.

Incentivized

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I give CX Social a 9 out of 10 because while it has its cons as any software or solution does. It is an overall unique and efficient Marketing and Social Media Management solution. They have a very fast improving rate so are practically receiving new features and is a very good tool for large companies with lots of social accounts to manage.

• Great visual visibility of the funnel plus easy to drag the deals across the stages
• The email integration that collects all relevant communication (also through the possibility of adding a deal-specific Pipedrive address on BCC)
• The integration with Pandadoc, which we use a lot, so that Pipedrive keeps a really handy overview of the documents we have sent out / which have been signed

• CX Social is great for small scale social media management. The reporting and analytics platform is really impressive tapping it to some key metrics and making it relatable to specific campaigns.
• The data that Engagor shows about the performance of the users and team is incredibly precise and accurate.
• They also have an extremely good vendor for service support.
• It has a unique ability to combine customer engagement, social media monioring and analytics features for customer service and marketing.

• Showing the customers name on the pipeline page. Right now I can only get it to show the brand name twice. I wish it would replace the second brand name with the main point of contact.
• Better reporting tools. Their reporting tools are not easy to pick up. I've spent time trying to figure it out and it isn't something I can pick up on quickly.
• Better training options. I wish I had a personal trainer to walk me through the best way to use Pipedrive so I can get the most out of it.

Incentivized

Independently Invited by TrustRadius

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• While customer support is good, I have seen better. But no big issue, as the analytics is excellent and it gets the job done.
• CX Social is a great tool but is also an expensive tool, so unless you are a huge agency with lots of accounts, I believe the fee will not be justified.
• Needs more detailed Response Time per user in Engagor and The interface could use more personalized settings: certain people and groups usually use the same filters and tags.

-2 for Its cost and +8 for the need of tracking of leads and monitoring of team.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Pipedrive is easy to use and has a clean interface so we can follow up accurately. Its custom features help manage leads and evaluate team performance. It saves time and improves efficiency. Pipedrive is stable and supports integrations and automation.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Because this is very good for Customer XM to collect and analyze cusotmer feedback and the improvement area

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Between quick video tutorials and having very quick feedback from their support teams, it is one of the main reasons I would recommend Pipedrive. It is critical, especially when setting up the platform to meet your companies needs, that a solid support team like Pipedrive has is there to make the transition easier.

Incentivized

Independently Invited by TrustRadius

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Experiment is the only way to start

I much prefer the interface of Pipedive when compared to Zoho. Much more user friendly and the team is always readily available when we need them. Pipedrive allowed for many custom integrations to be added, as Zoho was a tad more complicated to manipulate. We would not go back to Zoho in any case.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Powerfull AI driven text, Strong reporting capabilities, there are multiple feddback channel

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Great on setup which made our work easier and less technically equipped people can manage a lot of things(compared to SalesForce where you need to hire a developer to set it up)
• We were able to integrate our calling system easily and get things going on the lead calling aspect.
• Great multipipeline option where we were able to manage both organisations under one roof.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• CX Social has enabled me to increase my client list by 5 percent as opposed to last year. My existing clients are so satisfied with their social accounts and monthly reports that they are eager to send consistently profitable referrals which my company has turned in to a 5 percent margin increase in profits.
• I have no bad reports about this Marketing tool. While it does has its cons as stated earlier. It is yet a very dependable and effective solution that delivers as aspected.
• It has been the most dependable Marketing and Social Media Management tools I have ever used.